中国两艘油轮“硬刚”美军封锁,人民币“杀”出全球货币新秩序!
Sou Hu Cai Jing·2026-01-06 21:23

Core Viewpoint - The article discusses the significant shift in the global monetary system, highlighting the rise of the Chinese yuan as a potential challenger to the US dollar's dominance, particularly through China's oil trade with Venezuela [1][5]. Group 1: Energy Trade Dynamics - Two Chinese oil tankers, "Qianyang" and "Xingye," are transporting oil to Venezuela, disrupting US military blockades and reflecting a deeper strategic engagement in energy transport [1]. - The oil tankers carry a total of 320,000 tons of crude oil, with 90% of the payment settled through the China-Venezuela cross-border yuan clearing system, marking a significant move away from dollar transactions [1][2]. - Venezuela's oil exports to China are increasingly bypassing the dollar, with 83% of transactions in 2025 expected to be settled in yuan, showcasing a shift in trade practices [2]. Group 2: Financial Mechanisms and Innovations - A new closed-loop trading system based on credit allows Venezuela to circumvent US sanctions, with the Venezuelan government using yuan to purchase gold and fertilizers, thus weakening the dollar's influence [3]. - The Shanghai Oil and Gas Trading Center successfully implemented a "oil-yuan-gold" closed loop, allowing for direct conversion of yuan payments into physical gold, enhancing the yuan's credibility [4]. - By the fourth quarter of 2025, the yuan's share in Venezuela's central bank foreign exchange reserves surged from 3% in 2020 to 28%, surpassing the euro and becoming the second-largest reserve currency [4]. Group 3: Regional and Global Implications - The shift towards yuan settlements is spreading in Latin America, with countries like Brazil and Argentina also moving away from the dollar, indicating a broader trend of de-dollarization in the region [5]. - The International Monetary Fund (IMF) reported a reduction of $180 billion in dollar assets held by global central banks in 2025, with 42% of that being converted to yuan, highlighting the yuan's growing acceptance [5]. - The daily export of 460,000 barrels of Venezuelan oil to China through yuan channels supports both countries' economies, facilitating imports of Chinese goods into Venezuela and challenging the moral foundation of dollar dominance [5][6].